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Zachary Ray Boyd

Kingsview Wealth Management, LLC

Grants Pass, OR

Marysville, OH

CRD 5650671

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Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-03
TX RA APPROVED 2025-02-28
  • OH RA
    APPROVED
    Since 2025-03-03
  • TX RA
    APPROVED
    Since 2025-02-28

Branch Locations

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

171 Morey Dr Suite C, Marysville, OH 43040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2009 02/2025
Kingsview Wealth Management, Llc Marysville OH 02/2025 Present
Kingsview Partners, Llc Grants Pass OH 02/2025 Present
Previous Registrations
  • 2009-05-28 → 2025-03-03
    Edward Jones
    St Louis, MO
    Plain City, OH
    St Louis, MO
    Marion, OH
    Marysville, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-15
  • S66 Uniform Combined State Law Examination
    2009-05-15
Designations
  • Certified Financial Planner
Other Names
  • Zachary Boyd
  • Zachary Ray Boyd

View on SEC IAPD

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